At Duell Financial Strategies, we understand the importance of achieving financial independence and strive to provide that independence to all our clients. We work with you to thoroughly understand your goals and dreams and help you realize them. Together, we create a retirement defined by your needs and desires.

AssetLock™ is a portfolio-monitoring system, which identifies a client’s maximum portfolio downside or loss and indicates that immediate action is required in order to limit losses per the client’s pre-determined risk tolerance. It is not an actual stop loss, and may not automatically sell the individual securities in the portfolio. Therefore, the AssetLock™ value is a reference point to encourage a conversation between Asset Planning Strategies and the client, and to determine if the client/s would like to liquidate the portfolio and move the assets into cash, reset the AssetLock™ percentage, or reallocate to a different risk profile. Investing entails risks, including possible loss of principal. The use of tools cannot guarantee performance. Past performance is no guarantee of future results.

Investment Advisory Services offered through Retirement Wealth Advisors (RWA), a Registered Investment Advisor. Marano Consulting, Inc. and RWA are not affiliated. Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. Past performance does not guarantee future results. Consult your financial professional before making any investment decision.